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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,873 | $76,368-17.7% | $67,681-7.1% | $154,746-59.4% |
| Participation rate | 83.3% | 79.0%+4.4pp | 73.7%+9.6pp | 80.7%+2.6pp |
| Annual return | 15.07% | 1066.77%-1051.7pp | 590.58%-575.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,060 | $3,151-66.4% | $2,678-60.4% | $4,379-75.8% |
| Participant deferral / active EE | $2,655 | $4,824-45.0% | $3,976-33.2% | $6,730-60.5% |
| Admin fee / account holder | $2,318 | $8,559-72.9% | $6,100-62.0% | $14,365-83.9% |